Christopher Wessels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and has also worked with Summit Brokerage Services, Inc. since 2016. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through a network of independent Financial Professionals and utilizes multiple custody platforms and proprietary as well as third-party model strategies.

Matthew Sonquist is a CFP® and Series 66 designee with six years of experience at Edward Jones, where he has worked since 2020. Prior to joining Edward Jones, he held positions at Oshkosh Corporation and Plas-Tech Tooling. He is a board member of Plas-Tech Tooling, a family manufacturing business in the process of transferring ownership to him and his siblings, although he does not participate in day-to-day operations or financial decisions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in the industry.

Michael Hoffman is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior experience includes nearly two decades at Transamerica Investors Securities and a year at Brokers International Financial Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Holly Johnson is a Series 66-licensed financial advisor with Edward Jones in Mason City, IA. She has three years of industry experience and previously worked at Hawkeye Community College and HOJO Snopeople. Outside of her financial career, she operates a craft business painting, assembling, and shipping holiday ornaments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Tracy Farland is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of approximately 23,701 financial advisors.

Matthew Jennings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of experience in the industry. He has previously worked at Securities America, Inc. and has been associated with MBT Investment Center for over three decades. Jennings is also an insurance agent specializing in life, long-term care, disability, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a large national network. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Amy Dixon is a Series 66-licensed financial advisor with nine years of industry experience, currently practicing at LPL Financial since 2021. Her prior roles include positions at Securities America Advisors, Thrivent Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. She serves on the boards of the Wright on the Park and Good Shepherd Health Center nonprofit organizations in Mason City, IA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

Nathan Bothwell is a financial advisor at Edward Jones in Mason City, IA, holding a Series 66 designation. He has 14 years of industry experience, including 13 years at Farmers State Bank prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Braun is a financial advisor at Stifel with four years of industry experience. Prior to joining Stifel in 2021, he worked at One Vision for 18 years. He holds the Series 66 designation and serves on the Board of Directors for Good Shepherd Geriatric Center Inc., which provides care and housing services for the 55+ population in North Iowa. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Ann Harty is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing and its affiliated entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Spenser Rahm is a Series 66–licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 11 years with Edward Jones. Outside of his advisory work, he is also active as a musician in Clear Lake, Iowa. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Karla Wellik is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephanie Lyles is a financial advisor with Stifel in Mason City, IA, holding a Series 66 designation and six years of industry experience. She previously worked at Principal Financial Group and Mason City Clinic before joining Stifel, where she has been since 2018. Outside of her advisory role, she serves as a board member for the Mason City Soccer Club, assisting with registration and voting. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis from its Investment Strategy Group, providing asset allocation and financial planning guidance based on forward-looking capital market assumptions.

Jennifer Verstegen is a Series 66 licensed financial advisor with Edward Jones, based in Mason City, Iowa. She has four years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Sara Carlsson is a CFP® certificant with 20 years of experience in the financial services industry, all of which has been with Edward Jones since 2006. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves as president of two local business entities focused on property ownership and administrative decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bryan Lathrop is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at First Citizens Bank and GWFS Equities, Inc. Before entering finance, he spent over a decade working at Godfather's Pizza. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Amy Ryan is a financial advisor at Edward Jones with Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2021, she worked at 801 Chophouse and served in the United States Senate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors.

Troy Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with Securities America Advisors. Hall also maintains ongoing involvement with MBT Investments, a business he has been associated with since 1998. LPL Financial serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Melissa Freund Behrendsen is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2016. Based in Mason City, IA, her career has been solely with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jason Geving is a financial advisor with Edward Jones in Mason City, IA, holding the Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a board member for Main Street Mason City and the Newman Catholic Schools foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.